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audit bags to tiktok tags, gen z talks success | arc

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in this episode of student-led conversations, accounting leaders and emerging pros share how staying open can change everything.

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accounting arc
with arpan grewal and harshita multani
center for accounting transformation

in an era where the definition of success is increasingly personal, a recent student-led conversations episode of the accounting arc podcast brought together two gen z hosts and two seasoned accounting leaders to unpack a deceptively simple question: what does “freedom to be” really mean?

more accounting arc: students challenge accounting’s traditional career path | true grit: recognizing struggles that shape our successes | more admins, fewer students, no plan | what career advice gets wrong for gen z – and how to fix it |your identity is not a liability | what happens in vegas… gets reported on a tax return | burnout, be gone: accounting needs a boundary breakthrough | the ultimate business hack you’re probably ignoring | resilience, real talk, and the road to mental wellness | blockchain could still reshape accounting | what gen z wants from business | firm differentiation depends upon client service

for hosts arpan grewal and harshita multani, both interns with the center for accounting transformation, this wasn’t about gpas or résumés. instead, they explored how independence, cultural influences, and resilience intersect in the personal and professional lives of accountants.

joining them were kristine “tina” caratan, cpa, cgma, a veteran consultant to california’s nonprofit sector with 51 years in the profession, and calvin harris jr., cpa, ceo of the new york state society of cpas. the discussion spanned immigrant family expectations, systemic barriers, generational shifts, and even the unexpected role of tiktok in modern accounting outreach.

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werner: private foundations under the microscope | quick tax tip

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progressive tax changes could reshape the charitable giving landscape.

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by penny breslin and damien greathead – see today’s special offer

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quick tax tip
with art werner
cpe today

private foundations may soon find themselves writing bigger checks to the irs. in the latest quick tax tip podcast, tax expert art werner explains a key provision of the obbba that increases the tax rate on net investment income for certain private foundations under section 4940(a).

click here for more art werner

catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.

“it’s a progressive tax now for the larger foundations,” werner says, noting that while many foundations are set up for truly noble purposes—think the red cross or the boy scouts—the government is tightening the rules to ensure fairness and accountability.

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dillon: a sustainable, no-debt path to firm expansion | big 4 transparency

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acquisition isn’t assimilation—it’s alignment.

this is a preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients.”
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big 4 transparency
by dominic piscopo, cpa
for 卡塔尔世界杯常规比赛时间

on the latest episode of the big 4 transparency podcast, marcus dillon, founder and president of dillon business advisors, offers a rare behind-the-scenes look at the art of accounting firm acquisitions and what happens after the deal closes. having completed 15 m&a transactions, dillon has quietly built a hybrid growth model that blends strategic purchasing with equally strategic divestitures, helping him scale while staying lean and focused. 

more dominic piscopo

more m&a

dilon’s approach flips conventional acquisition thinking on its head. rather than simply absorbing the full book of business, dillon’s team audits each client against their firm’s service model and values, and often sells off the clients who don’t fit. “we apply the 80/20 rule early in the due diligence phase,” he explains. “twenty percent of the clients typically generate 80 percent of the revenue, and the rest are often where the frustration lies.” that filtering strategy, he says, allows for faster onboarding, better client service, and less internal chaos

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yoss: pdf freedom for free | quick tech talk

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free and powerful pdf tools are hiding in plain sight. here’s how to find them.

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quick tech talk
with steve yoss
cpe today

when you think about portable document format (pdf) files, there’s a good chance adobe acrobat comes to mind first.

more steve yoss here | more tech

but most people don’t realize that pdfs aren’t an adobe-owned format anymore—they’re an iso standard for digital paper. that means anyone can use, create, and manage them without paying for an adobe subscription. and the options go far beyond the familiar. whether you’re creating workpapers for clients, sharing contracts with staff, or archiving important documents, there’s an entire toolbox of pdf solutions—many of them free—that can get the job done just as well as premium software.

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gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | the disruptors

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applying entrepreneurial principles and embracing a culture of extraordinary service, this finance firm is breaking the mold.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
by penny breslin and damien greathead – see today’s special offer

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the disruptors
with liz farr

dan gertrudes doesn’t consider himself an accountant, though he admits, “i’m pretty good at it. i’ve taught it at brown university.” after more than a decade working in finance in large corporations, gertrudes began his journey as a firm owner via entrepreneurship through acquisition, or eta, when he bought a firm in 2014 from a retiring owner.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate | dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small |

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gertrudes positions his firm, growthlab, as finance-as-a-service, which means his clients receive ongoing, highly scoped recurring work rather than project work. “we want to be an extension of your management team,” he explains. besides traditional bookkeeping, his firm provides the full spectrum of financial services: accounting, fp&a, tax, cfo services, and hr. in addition, he is also building strms as an ai automation agency.  

in contrast to many legacy firms, gertrudes operates his firm as a business. “they’re not businesses,” he says about traditional cpa firms. “there’s no engine… you need more than one engine to be a business.” 

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